+243.1%
INTU vs RBA
+224.6%
+18.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.4% | -3.3% |
| 7D | +0.1% | +4.3% | -4.2% | -1.3% |
| 30D | +15.4% | +16.3% | -0.9% | +9.4% |
| 3M | +6.6% | +1.3% | +5.3% | +5.9% |
| 6M | -11.3% | -11.1% | -0.2% | -8.5% |
| YTD | -47.7% | -8.5% | -39.3% | -46.9% |
| 1Y | -47.0% | -2.1% | -44.9% | -47.5% |
| 3Y | -29.9% | +44.6% | -74.5% | -41.1% |
| 5Y | -42.2% | +36.8% | -79.0% | -51.8% |
| All | +243.1% | +224.6% | +18.5% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling